Integration Apps Walk-through

Video Overview

The video provides a comprehensive walkthrough of the Delegate platform, demonstrating how it operates similarly to an operating system (OS) to handle integrated e-commerce applications and store management tasks. The speaker explains how agents can manage orders, draft new purchases, handle subscriptions, view product listings, and update customer information through a unified interface. 

What can you learn from this video:

• Platform Navigation & Integrated Apps:

• How to access pinned applications or view all integrated apps using the main icon menu.
• An example store setup (using Omnicard, a platform similar to Shopify).
• Demonstration showing that various integration platforms (e.g., Shopify, Sticky, or other CRMs) share the same UI features and functional structure.

• Order Management:

• The order listing screen with options to search and filter orders globally by customer name, order ID, or payment status.
• Detailed order view pages where agents can inspect metadata.
• How to perform order actions, such as:
• Issuing full refunds, percentage-based refunds, or custom amounts with specified reasons.
• Updating shipping addresses.
• Canceling orders with a confirmation prompt.

• Creating Draft Orders:

• Accessing existing draft orders and starting new ones.
• Real-time product search to add items to a new order.
• Entering customer address and contact details.
• Applying existing discount codes or creating custom discount codes on the fly.
• Selecting delivery options and categorizing sales by acquisition type.15

• Subscription Management:

• Modifying billing frequency, product quantities, and next charge dates.
• Applying one-time or recurring discounts to upcoming billings.
• Updating subscription shipping addresses.
• Pausing and resuming active subscriptions.

• Product & Customer Data:

• Viewing live product data pulled directly from the connected store.
• Navigating customer records and updating profile details within the platform.